Seamlessly integrate your Act! & QuickBooks
Take your Business to the next level of efficiency by seamlessly linking your CRM and accounting data together. Keystroke's new Qsales for Act! (formerly QSales Data) links your Act! and Quickbooks applications together to eliminate double-entry and make your Act! users more productive and informed.
Qsales displays your QuickBooks transactions within Act!
Prioritize sales activities. Access sales performance. Predict sales results.
We add a QB Transactions Tab to Act!. This is one of the most powerful features of the Qsales product. You can give you Act! users access to QuickBooks transaction data without giving them access to QuickBooks. Our product imports the QuickBooks transactions (invoices, estimates, payments, etc.) into a tab in Act! called QB Transactions. The Act! user can quickly see all of the transactions for that customer, and they can even double-click on the transactions to see the line item detail. All without having QuickBooks on their machine.
We are the only QuickBooks Link solution that imports data into the Act! database. That gives you the ability to use this information in Act! lookups, include it in the Contact List view, Reports, and Dynamic groups. And because we store it in the Act! database, all of this information syncs out to remote Act! databases, so your salespeople that are on the road will have this information at their fingertips.
The following worksheet is meant to assist you with deciding how many additional Qsales licenses you need to purchase for your company. Note that you need to have at least one Qsales license installed on a machine that has both Quickbooks and ACT installed to have this functionality. Also note that if you want to run the automatic nightly transaction sync program on your server, you will need to purchase a QSales license for the server as well. Refer to the worksheet below to see the different features available depending on if you have Qsales Data and Quickbooks installed on your computer. Qsales is licensed per workstation.
QSalesData works with the following US, Canada and UK versions of Act! for Windows
QSalesData works with the following US VERSIONS of QuickBooks
QSalesData works with the following CANADIAN and UK VERSIONS of QuickBooks
Talk to our personal Act! expert to collaborate in tailoring and implementing the solution you choose so it works for you!